Relationship Banker: Client Advocate & FinTech Guide

Testing Site - JPMC; Garden City (MI); Vor Ort; USD 42.000 - 70.000; Vollzeit

Zusammenfassung

Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and provide thoughtful financial solutions to clients. You will acquire, manage, and retain relationships using your financial knowledge to address needs and make lives easier.

Responsibilities include proactively meeting with clients, guiding them to technology tools like Chase Mobile App and Chase.com, and coordinating with experts to deliver tailored banking solutions while complying with policies

Qualifikationen

• 1+ year of sales experience in Retail Banking, Financial Services, or related industries.
• Ability to create memorable experiences for clients and tailor product benefits.
• Excellent communication skills, in person and over the phone.
• Ability to resolve client issues with attention to detail while ensuring compliance.
• Must complete required training and comply with risk and regulatory obligations.
• National/State licensing requirements include SIE, FINRA Series 6, and Life licenses; unlicensed applicants must obtain licenses within 180 days.

Aufgaben

• Put clients first and deliver attentive, friendly service.
• Manage assigned clients, meet with them in person and by phone to build relationships.
• Communicate clearly to understand needs and tailor solutions.
• Educate clients on technology like Chase Mobile App and Chase.com.
• Learn products and procedures to consult clients and connect them to experts.
• Adhere to policies, procedures, and regulatory requirements.

Kenntnisse

Sales experience

Excellent communication

Customer service

Regulatory compliance

Financial knowledge

Time management

Problem solving

Ausbildung

High school diploma

Bachelor's degree

Jobbeschreibung

Chase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and provide thoughtful financial solutions to clients. You will acquire, manage, and retain relationships using your financial knowledge to address needs and make lives easier.

Responsibilities include proactively meeting with clients, guiding them to technology tools like Chase Mobile App and Chase.com, and coordinating with experts to deliver tailored banking solutions while complying with policies